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Brown Miller Wealth Management, LLC
Brown Miller Wealth Management, LLC is a fee-only registered investment adviser providing investment management and financial advisory services to individual and institutional investors.
Investment Strategy
Tailored investment and wealth management services based on a comprehensive discovery process, focusing on risk-appropriate, cost-effective, and tax-efficient strategies.
Latest 13F Filing Activity
Brown Miller Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 189 equity positions with a total 13F market value of $353M. The fund increased holdings in Nvidia Corporation, Apple Inc., Eli Lilly & Co. among other positions. Brown Miller Wealth Management, LLC reduced exposure to Amgen Inc., SPDR Series Trust, Novo-nordisk A S among others.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.66% | $51.7M | 277,307 | $15.70 | $186.58 | +$6.4M |
A AAPL | APPLE INC | 8.10% | $28.6M | 112,209 | $136.76 | $254.63 | +$5.5M |
M MSFT | MICROSOFT CORP | 6.00% | $21.2M | 40,845 | $246.69 | $517.95 | +$1.0M |
J JPM | JPMORGAN CHASE & CO. | 4.06% | $14.3M | 45,388 | $132.46 | $315.43 | +$1.2M |
| ALPHABET INC | 2.25% | $7.9M | 32,591 | $100.63 | $243.10 | +$2.2M |
Industry Allocation
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